A complete list of active advisors currently associated with Mengis Capital Management, Inc.

Warmer can help you find a great advisor at Mengis Capital Management, Inc. or one who fits your needs even better.

Mengis Capital Management is an SEC-registered, independent investment adviser that provides discretionary and non-discretionary portfolio management and financial planning to individuals (including high-net-worth clients), retirement plans, corporations, trusts and endowments. The firm manages roughly $903 million across about 263 client households and generally requires an aggregated minimum account size of $500,000, with waivers available in certain circumstances. The firm emphasizes highly customized equity and income portfolios, constructing equity holdings “one company at a time” and applying both fundamental and technical analysis to security selection. Income strategies are tailored to client needs and may include government, municipal or corporate bonds, preferreds, TIPS, REITs, high-yield and alternative income exposures, with mutual funds and ETFs used selectively to access additional asset classes and diversification. Compared with many peer teams, Mengis operates with a relatively high AUM per client and a clear focus on individualized stock selection rather than primarily model-based or pooled strategies, and it does not participate in wrap-fee or performance-fee arrangements. On the operational side the firm maintains standing letters of authorization for transfers (custody under SLOAs), participates in institutional custody programs that supply research and technology support, and follows documented proxy voting and custody oversight procedures (including plans for surprise exam compliance).

To learn more about the advisors currently working at Mengis Capital Management, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.